GMWRX Mutual Fund
GMWRX Mutual Fund
GMWRX Mutual Fund
GMO Global Asset Allocation Fund Class R6
GMWRX Mutual Fund Overview
GMWRX Mutual Fund (GMO Global Asset Allocation Fund Class R6) is managed by GMO. GMWRX expense ratio is 0.79%, holding 19 positions across various sectors. Inception date: 2019-09-30.
GMWRX performance shows a YTD return of 10.54%. The 1-year return is 24.50% and the 5-year return is 7.73%. GMWRX dividend yield stands at 4.39%, paid semi-annually.
GMWRX top holdings include Gmo Alternative Allocation Fund (15.6%), Gmo International Equity Fund Class Iv (15.3%), Gmo Asset Allocation Bond Fund (14.2%), Gmo US Equity Fund (7.6%), Gmo International Opportunistic Value Fund (7.2%). View all GMWRX holdings, sector breakdown, or dividend history.
GMWRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GMWRX alternatives are available via the screener, along with tax-loss harvesting opportunities.